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Life Goals Planning

Business owners rely on a business plan; teachers develop a lesson plan, athletic teams formulate a game plan - planning is all about being prepared.

A Life Goals Plan is a “game plan” for achieving your most important financial goals – a roadmap for success based on a coordinated plan of action. We start by just listening – tell us what’s important or what you would like to accomplish - then we will analyze your entire financial picture to see what needs to be done. We’ll provide you with a summary of our comprehensive analysis along with strategies and recommendations that are sensible and actionable. Along the way, you’ll also find that a Life Goals Plan can be a problem-solving tool – a valuable reference for making more informed decisions. All Life Goals planning is performed by Mr. Steven Tambone, a CERTIFIED FINANCIAL PLANNER™ professional.

All financial planning is performed by Mr. Steven Tambone, who is a CERTIFIED FINANCIAL PLANNER™ professional.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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